Roll over to the Bloomwell 529 Education Savings Plan.
It’s easy to roll over another 529 plan and start enjoying all the great benefits Bloomwell has to offer.
Easy as 1-2-3
Review your other 529 plan with your tax or financial professional. Consider any surrender charges or penalties a rollover may impose.
Open your Bloomwell account, if you don’t have one already.
Complete the Incoming Rollover Form.1
- Obtain a Medallion Signature Guarantee on the form to confirm your identity and the transfer of securities.
- Attach a copy of the latest statement from your current 529 plan.
- Mail the form to the address below and we’ll handle the rest.
Bloomwell 529 Education Savings Plan
3560 S 48th Street
Lincoln, NE 68506
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